JVARX Mutual Fund

JVARX Mutual Fund

NAV$41.18
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Returns Overview

1 Month
+0.98%
3 Months
+8.77%
6 Months
+10.01%
YTD
+15.16%
1 Year
+18.59%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.68%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVARX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+15.16%
Peer Avg (YTD)
+12.44%
vs Peers
+2.72%

JVARX Mutual Fund Performance

JVARX performance across multiple time periods: 1-month 0.98%, YTD 15.16%, 1-year 18.59%, 3-year 14.74%, 5-year 8.68%, 10-year 11.11%.

JVARX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JVARX vs another fund shows side-by-side returns. JVARX alternatives are available in the Mutual Fund Screener.